Bigin by Zoho CRM and iLovePDF Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically process documents received in Bigin by Zoho CRM using iLovePDF. Latenode's visual editor and affordable execution pricing make complex document workflows easier and more cost-effective than ever before.

Swap Apps

Bigin by Zoho CRM

iLovePDF

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Bigin by Zoho CRM and iLovePDF

Create a New Scenario to Connect Bigin by Zoho CRM and iLovePDF

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or iLovePDF will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or iLovePDF, and select the appropriate trigger to start the scenario.

Add the Bigin by Zoho CRM Node

Select the Bigin by Zoho CRM node from the app selection panel on the right.

+
1

Bigin by Zoho CRM

Configure the Bigin by Zoho CRM

Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Bigin by Zoho CRM

Node type

#1 Bigin by Zoho CRM

/

Name

Untitled

Connection *

Select

Map

Connect Bigin by Zoho CRM

Sign In

Run node once

Add the iLovePDF Node

Next, click the plus (+) icon on the Bigin by Zoho CRM node, select iLovePDF from the list of available apps, and choose the action you need from the list of nodes within iLovePDF.

1

Bigin by Zoho CRM

+
2

iLovePDF

Authenticate iLovePDF

Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.

1

Bigin by Zoho CRM

+
2

iLovePDF

Node type

#2 iLovePDF

/

Name

Untitled

Connection *

Select

Map

Connect iLovePDF

Sign In

Run node once

Configure the Bigin by Zoho CRM and iLovePDF Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Bigin by Zoho CRM

+
2

iLovePDF

Node type

#2 iLovePDF

/

Name

Untitled

Connection *

Select

Map

Connect iLovePDF

iLovePDF Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Bigin by Zoho CRM and iLovePDF Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

6

AI Anthropic Claude 3

+
7

iLovePDF

1

Trigger on Webhook

2

Bigin by Zoho CRM

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring Bigin by Zoho CRM, iLovePDF, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Bigin by Zoho CRM and iLovePDF integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and iLovePDF (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bigin by Zoho CRM and iLovePDF

Bigin by Zoho CRM + iLovePDF + Google Drive: When a new contact is created in Bigin, the associated contract is compressed using iLovePDF and then archived in a designated folder in Google Drive.

iLovePDF + Bigin by Zoho CRM + Slack: When a file is modified in a monitored iLovePDF folder, the automation retrieves contact details from Bigin and sends a notification to a Slack channel.

Bigin by Zoho CRM and iLovePDF integration alternatives

About Bigin by Zoho CRM

Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.

About iLovePDF

Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.

See how Latenode works

FAQ Bigin by Zoho CRM and iLovePDF

How can I connect my Bigin by Zoho CRM account to iLovePDF using Latenode?

To connect your Bigin by Zoho CRM account to iLovePDF on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bigin by Zoho CRM and click on "Connect".
  • Authenticate your Bigin by Zoho CRM and iLovePDF accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically merge signed contracts into Bigin records?

Yes, you can! Latenode’s visual builder simplifies this, allowing you to automatically update Bigin by Zoho CRM with finalized documents, saving time and ensuring accurate record-keeping.

What types of tasks can I perform by integrating Bigin by Zoho CRM with iLovePDF?

Integrating Bigin by Zoho CRM with iLovePDF allows you to perform various tasks, including:

  • Automatically converting new leads' documents to PDF format.
  • Merging multiple contact-related documents into a single PDF file.
  • Adding watermarks to proposals before sending them from Bigin by Zoho CRM.
  • Compressing large documents attached to Bigin by Zoho CRM records.
  • Splitting multi-page contracts into individual pages for archiving.

How secure is the Bigin by Zoho CRM integration within Latenode?

Latenode uses industry-standard security practices, including encryption, to safeguard your data during Bigin by Zoho CRM workflows and integrations.

Are there any limitations to the Bigin by Zoho CRM and iLovePDF integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large file processing via iLovePDF may impact workflow speed.
  • Complex document manipulations might require custom JavaScript code.
  • The number of free iLovePDF tasks depends on your iLovePDF subscription.

Try now